As you know, we are extremely proud of our research team at Greenleaf Trust. Our 12-person in-house investment research team is led by Nick Juhle, Senior Vice President and Director of Research, and includes professionals from diverse backgrounds specializing in portfolio construction, manager selection, equity research, fixed income research, alternative investments, and trading. Seven members of the team have achieved their Chartered Financial Analyst (CFA) designation. Their mission is to create comprehensive investment solutions that help our clients reach their goals. They are guided by our investment philosophy that believes independence and an open architecture platform allow for unbiased investment decision-making.

As we have continued to grow, and our research team’s numbers and responsibilities have continued to broaden, we needed to make sure they had a space built for the needs of the team, clients, and future growth. That’s why we are excited to announce our new 6,200 square foot suite featuring cutting-edge technology and sophisticated functional design at 277 South Rose Street in Kalamazoo for our research team. We started planning the new space back in 2019 with our architect TowerPinkster, construction manager CSM, and property manager Catalyst Development. And, with only a few delays, the research team eagerly moved in last month. The new custom-built suite was intentionally outfitted with an open design to further enhance collaboration. It also has an all-glass trading room with the largest stock ticker in Michigan, 10 private offices, and plenty of meeting space. The technology in the suite also showcases our research team’s capabilities and underscores our commitment to purposeful growth for the benefit of our clients. The next time you are in Kalamazoo please stop by, we would love to show you around.